BENJAMIN MARK DOUGLASS
Financial Adviser · Yarrawonga, VIC
📚 Qualifications & Training
2012 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Notre Dame Australia
2015 - Chartered Accountant - Professional Designations - Chartered Accountants Australia and New Zealand
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.